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Course Overview
Build your confidence with Xero’s cloud-based accounting software in this practical, tutor-led course.
Whether you’re managing finances for a small business or supporting day-to-day operations, this course will equip you with the essential skills to handle invoicing, expenses, bank reconciliation, and more using Xero.
Designed for beginners and those looking to improve accuracy and efficiency, it offers a clear, step-by-step approach to everyday bookkeeping tasks in a real-world context.
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Course content
This half-day course covers the key functions of Xero, giving you hands-on experience with the following features:
- Logging into your Xero Software.
- Dashboard
- Organisation Settings
- Financial & Advanced Settings
- Adding Contacts
- How to create a bill (purchase)
- Hubdoc
- How to create a sales invoice
- How to set up a Petty Cash account
- Finding your Transaction List
- Bank Reconciliation
- How to upload a receipt
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What You'll Gain from This Course
✔ Financial Accuracy
Learn how to input and manage data correctly in Xero, helping you reduce errors and ensure compliance.✔ Clear Financial Insights
Understand how to generate and interpret reports that support better business decisions.✔ Time-Saving Processes
Discover how to streamline invoicing, reconcile transactions, and automate everyday tasks.✔ Confidence with Xero
Gain hands-on experience that empowers you to take control of your business finances with ease.✔ Prepared for Growth
Put the right systems in place to manage your financials effectively as your business scales. -
Who Should Attend?
This course is ideal for:
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Small business owners & freelancers
Looking to manage finances independently and reduce reliance on external bookkeepers. -
Admin and office professionals
Who support finance-related tasks such as invoicing, receipts, and expense tracking. -
Bookkeepers, accountants & finance teams
Seeking to gain practical experience with Xero for day-to-day operations. -
Students and career changers
Building bookkeeping and software skills to improve employability. -
Non-profit staff and volunteers
Managing organisational finances and reporting in a clear, consistent way.
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FAQs
Do I need to have a Xero account before joining?
No, you don’t need an existing Xero subscription. We’ll provide demo access during the course for hands-on practice.
Is this course taught online or in person?
This course is delivered virtually in a live, tutor-led format. You’ll join from the comfort of your home or office.
Will I receive a certificate?
Yes, all participants will receive a Certificate of Completion from Acudemy once the session is complete. (Upon successful completion of assessments, if applicable)
How long is the course?
It’s a half-day course (approximately 3–4 hours), including practical activities and Q&A time.
What do I need to take part in this course?
You’ll need a laptop or desktop with internet access, a web browser (Google Chrome is recommended), and a quiet environment to join the live session.
Can this course be customised for a team?
Yes, we offer bespoke group sessions for organisations. Please get in touch to discuss your requirements.
Are any Financial Options Provided?
- 0% Interest Free payments are available.
What is provided with the Course?
- Course Material
- Recording of Training
- Aftercare Course Support